Bank Switch Tracker: Switch Banks Without Missing a Payment (Excel + Google Sheets)

INSTANT DOWNLOAD: a simple spreadsheet that helps you move every paycheck, bill, subscription and app from your old bank to your new one, and tells you when it is safe to close the old account.

AI disclosure: this item was created with the use of AI. LB3 Trackers designed it with AI assistance, and the formulas were recalculated and checked before listing.

What's included:

- Instructions tab with step-by-step tips for finding every automatic payment.

- Accounts & Payments: up to 150 rows with category, company, amount, due day, old account, how to update, status dropdown (To update, Updated, Verified), date updated and confirmed. Color-coded rows.

- Progress %: verified items, items left to update and monthly dollars moving, all calculated automatically.

- Timeline: type the day you open the new account and target dates fill in, from switching direct deposit to the 1-2 billing cycle overlap and closing.

- Closing Checklist: a "Ready to close?" check that only says yes when every item is done and every payment is verified.

Who it's for: anyone moving to a new bank or credit union who does not want a bounced autopay or a lost paycheck.

Everything is typed in by you. There is no connection to any bank, and sample rows are made up. This is an organizer, not financial advice.

Format: one .xlsx file. Open it in Excel, or upload it to Google Sheets. No macros, no add-ons.

Delivery: instant download after checkout.

Questions or a problem with the file? Use this store's Contact page. If the file doesn't work for you, we'll fix it or refund you.

License: personal use.